How to Use the Bleez MCP in LlamaIndex

Q: How do I query my Bleez ledger using LlamaIndex?

Use the basic MCP client to fetch tools like listaccountingentries. Pass them to your FunctionAgent to let the agent pull and index your ledger data on the fly.

Q: Can I cache Bleez invoice data in a LlamaIndex vector store?

Yes. You can write a pipeline that runs listinvoices daily, converts the JSON payload into document nodes, and indexes them for fast, semantic search.

Q: Does the Bleez tool spec support LlamaIndex resource loading?

Yes, setting includeresources=True allows the agent to treat your customer and supplier registries as live data sources for your indices.

Index your live Bleez accounting records directly into LlamaIndex to query your Brazilian financial data without hallucinations.

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Connect Bleez MCP to LlamaIndex

Create your Vinkius account to connect Bleez to LlamaIndex and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Bleez with LlamaIndex

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Indexing Brazilian Ledgers for LlamaIndex RAG

Stop guessing your cash flow numbers. This MCP Server lets your LlamaIndex agent pull raw data via `list_accounting_entries` and index it straight into your vector store. When you query LlamaIndex about quarterly spending, your agent searches this fresh Bleez index instead of relying on outdated training data. You get exact figures grounded in actual Brazilian tax logs.

Semantic Search Over Invoices and Suppliers

Combine live context with historical records using our MCP Server. Your LlamaIndex agent runs `list_invoices` and `list_suppliers` to build a queryable knowledge graph of your local Bleez operations. This means you can ask LlamaIndex complex questions about vendor patterns. The agent retrieves the actual Bleez invoice details, processes them, and gives you a grounded answer.

Document Processing via MCP Server Indexing

Uploading documents shouldn't be a blind operation. Your LlamaIndex pipeline uses `upload_document` to send files to Bleez, then indexes the resulting status. By calling `get_account_info`, the LlamaIndex agent verifies your current system limits before pushing large batches of XML invoices to Bleez. It keeps your document pipeline running within bounds.

Setup guide

Set up Bleez MCP in LlamaIndex

Prerequisites

Python 3.10+ installed
llama-index-tools-mcp package
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install llama-index-tools-mcp llama-index-llms-openai. The MCP tools package provides BasicMCPClient and McpToolSpec.
2

Connect with BasicMCPClient
Point BasicMCPClient to your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. Supports SSE and Streamable HTTP transports.
3

Convert to LlamaIndex tools
Call mcp_tool_spec.to_tool_list_async() to convert all Bleez MCP tools into native FunctionTool objects that any LlamaIndex agent can use.
4

Run with any LLM
Create a FunctionAgent with the tools and your preferred LLM. Swap OpenAI for Anthropic, Gemini, or any LlamaIndex-supported provider.

agent.py

from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

# Connect to the MCP
mcp_client = BasicMCPClient(
    "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)
mcp_tool_spec = McpToolSpec(client=mcp_client)

# Convert MCP tools to LlamaIndex tools
tools = await mcp_tool_spec.to_tool_list_async()

# Create and run the agent
agent = FunctionAgent(
    tools=tools,
    llm=OpenAI(model="gpt-4o"),
    system_prompt="You have access to Bleez tools.",
)
response = await agent.run("List recent Bleez data")

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Bleez. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Bleez MCP in LlamaIndex

Use the basic MCP client to fetch tools like `list_accounting_entries`. Pass them to your `FunctionAgent` to let the agent pull and index your ledger data on the fly.

Yes. You can write a pipeline that runs `list_invoices` daily, converts the JSON payload into document nodes, and indexes them for fast, semantic search.

Yes, setting `include_resources=True` allows the agent to treat your customer and supplier registries as live data sources for your indices.

Yes. When your agent detects a pending payment in your index, it can call `create_invoice` to generate the matching Brazilian tax document.

All customer registry data and invoices are handled via zero-trust, short-lived sessions. Your local tax identifiers and customer names never touch persistent logs on our side.

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